Academy Associates Wealth Management Ltd

Independent Financial Adviser Academy Associates Wealth Management Ltd, 1 Eastfield Road, Westbury-On-Trym, City of Bristol, Bristol, BS9 4AD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
Independent Financial Advisers providing advice on Investments, Pensions and specialising in helping clients choose the right income vehicle at retirement..
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Thomas Jones Dippfs Cert Cii (Mp) DipPFS, Cert CII (MP)
Principal
Where to find us

Academy Associates Wealth Management Ltd, 1 Eastfield Road, Westbury-On-Trym, City of Bristol, Bristol, BS9 4AD

Make an enquiry
About us

Academy Associates Wealth Management Limited provide friendly and professional advice in the areas of Pensions, Drawdown, Annuities, Investment, and Life and Health Insurance and have been established over 20 years. We are happy to visit you at your office or in the comfort of your own home, and our first consultation for new clients is free of charge.

Our services

Specialising in helping clients as they enter retirement we are perfectly placed to guide people through the new myriad of options and choices that are now available in terms of securing their retirement income. We also have over 20 years experience providing professional, friendly and bespoke advice in the areas of Investments and Pensions, and we haven’t yet found two clients with the same circumstances. Therefore, unlike many advisers, we avoid the use of "off the shelf" solutions, preferring our recommendations to be a perfect fit for your requirements whilst utilising the most current technology to deliver excellent service.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0